Role: Corporate Accounting Associate
Industry: Wealth Management / Financial Services
Company Type: Privately Held, Growth-Oriented Advisory Firm
Position Overview
Join a growing, client-focused financial services firm that is building out its internal accounting function during a pivotal stage of expansion. This role offers hands-on exposure to core accounting operations, process improvement initiatives, and the opportunity to help shape scalable financial infrastructure. Ideal for an early-career accounting professional seeking meaningful ownership and long-term growth.
Job Summary
We are seeking a detail-oriented Accounting Associate to support day-to-day accounting operations within a dynamic and evolving environment. This individual will play a key role in maintaining accurate financial records, supporting the monthly close process, and contributing to the development of internal controls and procedures. The position requires a strong foundation in accounting principles, a proactive mindset, and the ability to operate both independently and collaboratively.
Key Responsibilities
- Manage core accounting functions including Accounts Payable (AP) and Accounts Receivable (AR)
- Maintain and update General Ledger (GL) activity and journal entries
- Support monthly close processes, including accruals and reconciliations
- Perform bank and account reconciliations to ensure accuracy and completeness
- Assist in building and refining month-end close checklists and workflows
- Contribute to the development of internal controls and approval processes
- Prepare and analyze office-level profit and loss statements
- Ensure balance sheet integrity and accuracy
- Support ongoing process improvement and system enhancements
Qualifications & Skills
- Bachelor’s degree in Accounting or related field preferred
- 1–3 years of corporate accounting experience
- Strong understanding of accrual-based accounting (critical)
- Experience with general ledger, reconciliations, and month-end close
- Proficiency in QuickBooks Online strongly preferred
- Strong attention to detail and organizational skills
- Ability to work independently in a fast-paced, evolving environment
- Proactive, adaptable mindset with a willingness to take on new challenges
- Strong communication skills and professional demeanor
Work Environment
- Hybrid schedule (3 days onsite; additional onsite presence during onboarding and close cycles)
- Professional, business-formal office environment
- Detail-oriented, results-driven culture with high expectations for accuracy
Benefits & Perks
- Health, dental, and vision insurance options
- 401(k) with employer contribution
- Generous paid time off and holidays
- Professional development and growth opportunities
- Exposure to process improvement and system implementation initiatives
Why This Opportunity
- Opportunity to join a firm actively building out its internal accounting function
- High visibility role with direct impact on processes and infrastructure
- Strong runway for growth within accounting and finance operations
- Exposure to both day-to-day accounting and project-based initiatives